Unclaimed
Paula Clifton Schnoebelen is a financial advisor with Missionsquare Retirement. Paula has been in the financial services industry since 1998. Paula is registered with the state of Missouri as a broker-dealer and investment adviser. Paula holds Series 6, 7, 63, and 65 licenses. Paula specializes in portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MO
07/17/2023 - Present
Missionsquare Retirement (Springfield MO)
MO
06/06/2022 - 07/12/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Springfield MO)
DC
05/09/2007 - 05/09/2022
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
DC
03/15/1998 - 08/02/2004
ICMA-RC SERVICES, LLC (WASHINGTON DC)
DC
02/14/1994 - 12/31/1996
ICMA - RC SERVICES, INC. (WASHINGTON DC)
IA
Issued 06/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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